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FMIQX FMI Large Cap Institutional Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Unitedhealth Group (NYSE:UNH), Charles Schwab Corp (The) (NYSE:SCHW), Booking Holdings (NASDAQ:BKNG), Micron Technology (NASDAQ:MU).

Industry description

The investment seeks long-term capital appreciation. The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of companies listed or traded on a national securities exchange or on a national securities association, including foreign securities traded on a national securities exchange or on a national securities association.

Market Cap

The average market capitalization across the FMI Large Cap Institutional MF is 327.62B. The market cap for tickers in the group ranges from 17.34B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is MAS at 17.34B.

Volume

The average weekly volume growth across all stocks in the FMI Large Cap Institutional MF was 0%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 56%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 37
Price Growth Rating: 44
SMR Rating: 34
Profit Risk Rating: 22
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
FMI Funds Inc225 East Mason Street, Third FloorMilwaukee
Phone
N/A
Web
www.fmifunds.com
Interesting Tickers
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FMIQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FMIQX has been closely correlated with FXAIX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if FMIQX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FMIQX
1D Price
Change %
FMIQX100%
+0.37%
FXAIX - FMIQX
71%
Closely correlated
-0.51%
VFFSX - FMIQX
69%
Closely correlated
-0.51%
VFIAX - FMIQX
69%
Closely correlated
-0.51%
VFINX - FMIQX
68%
Closely correlated
-0.51%
VTSAX - FMIQX
65%
Loosely correlated
-0.31%
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